Financial Consultant
-Explains the type of financial services to the clients.
-Assess the client's financial situation to present a financial plan
-Develops financial strategy by guiding the client to establish and achieve financial goal.
-Monitor client's financial situation.
Social Media Intern
Assist in creating, scheduling, and managing social media content to enhance brand visibility and engagement. Responsibilities include content creation, monitoring social media platforms, analyzing performance metrics, and brainstorming new strategies.
Financial Consultant
Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial consultant.
Be part of our newest program - Fast track to Entrepreneurship!
A financial consultant plays a pivotal role in guiding individuals and businesses toward their financial aspirations. With their expertise and tailored strategies, they can help clients navigate the complexities of finance, ensuring better control over their financial futures. When choosing a financial consultant, it’s essential to consider qualifications, expertise, and personal rapport to ensure a productive and trustworthy relationship. In an ever-evolving financial world, enlisting the help of a knowledgeable advisor can be one of the wisest financial decisions you make.
Financial Consultant
- Provide personalized financial advice to clients regarding insurance and superannuation products.
- Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection.
- Educate clients about insurance policies, investment options, and retirement planning.
- Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry.
- Stay updated on industry regulations and market trends to ensure compliance and competitiveness.
Financial Consultant
- Provide expert financial advice on insurance and superannuation products.
- Analyze clients' financial situations and develop personalized strategies.
- Conduct regular reviews and adjust plans as needed.
- Build and maintain strong client relationships.
- Stay updated on industry trends and regulations.
- Collaborate with Team Niko at Prulife UK to achieve collective goals.
Financial Consultant
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct financial needs analysis to understand clients’ goals and risk tolerance.
- Provide ongoing support and updates to clients as their financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
- Offer advice on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and financial best practices.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Present and promote financial products that align with clients' needs.
- Meet or exceed sales targets and contribute to the team’s overall performance.
- Training and Development:
- Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
- Obtain necessary certifications and licenses to practice as a financial advisor.
Financial Consultant
- Explains the type of financial services to the clients
- Assesses the client's financial situation to present a financial plan
- Develops financial strategies by guiding the client to establish and achieve financial goals
- Monitors client's financial situation
- Provides quality after-service to the clients
- Maintains good relationship with the clients
Perks:
- Weekly Earnings
- Work From Home Set Up
- Free Local and International Travel Incentives
- No Time-in and Time-out
- Work Anytime, Anywhere
- HMO Benefit
- Group Life Insurance Benefit
- Free Trainings
- No Working Experience Needed
- Fresh graduates are welcome
Benefits:
- Flexible schedule
- Flextime
- Health insurance
- Life insurance
- Opportunities for promotion
- Work from home
Supplemental Pay:
- Commission pay
- Performance bonus
- Monthly Bonus
- Quarterly bonus
Financial Wealth Planner
We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.
- Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
- Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
- Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
- Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
- Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
- Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.
Client Services Sales Manager
Join our esteemed financial services firm in the Philippines as a Client Services Sales Manager at Sun Life of Canada Philippines Inc. or Sun Life Asset Management Company Inc. In this pivotal role, you will lead a team of Client Sales Engagement Associates to drive unit growth, mentor advisors, and deliver exceptional financial services. If you are a dynamic leader passionate about team development, we invite you to join us.
Core Leadership and Development:
1. Lead and motivate a team of Client Sales Engagement Associates to achieve targets.
2. Provide guidance on effective sales techniques and financial planning strategies.
3. Conduct regular performance evaluations and provide constructive feedback.
4. Organize training sessions and workshops to enhance team skills.
5. Foster a collaborative team culture focused on achieving goals.
Sales and Business Development:
1. Drive unit sales performance by setting ambitious targets and strategies.
2. Monitor team activities and conversion rates to ensure targets are met.
3. Lead by example in sales meetings and client engagements.
4. Collaborate with the Agency Sales Leader on marketing initiatives.
5. Identify new business opportunities to expand the client base.
Client Relationship Management:
1. Assist in building and nurturing client relationships.
2. Participate in client meetings to provide financial advice.
3. Address escalated client inquiries promptly.
4. Conduct periodic portfolio reviews with associates.
5. Maintain high client satisfaction and retention.
Operational Management:
1. Oversee daily unit operations and ensure adherence to policies.
2. Monitor budgets, expenses, and revenue targets.
3. Collaborate with internal departments for compliance.
4. Prepare regular performance reports for management.
5. Stay updated on industry trends and regulatory changes.
Experience:
1. 2 to 5 years in sales management or related roles.
2. Proven track record of leading high-performing teams.
3. Knowledge of Philippine financial products and regulations.
4. Experience in developing and executing sales strategies.
Sales Officer (Bancassurance)
Sun Morning, connections!
We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.
Description:
• Undertakes Financial planning interviews using structured presentation processes and fact find materials.
• Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.
• Complete application forms and attends to underwriting requirements.
• Provides after-sales services.
• Compiles production and activity reports
• Develops and maintains sound relationships with bank branch personnel.
• Generates referrals for the bank from fact finding interviews.
• Provides Marketing feedback.
• Attends all Administrative functions.
FULL-TIME | ON-SITE WORK SETUP
Dispute Analyst | Financial Account | up to P25K | BGC
As a Dispute Analyst, you will be responsible for investigating and resolving customer disputes related to financial accounts. You will work closely with customers, internal departments, and external vendors to ensure timely and accurate resolution of disputes.
Perks & Benefits:
- HMO Day 1 + up to 4 Dependents*
- Monthly Meal Allowance
- Dental Coverage*
- 15% Night Differential
- Paid Leave Benefits with Tenure Based Cash Conversion
- Internal Movement Opportunities
- Annual Merit Increase
- Ubiquity Plus - Tenure Based Cash Incentive
Financial Advisor
REMOTE WORK OPPORTUNITIES
OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES
Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.
- WORK-LIFE BALANCE with flexible working hours
- Attain high income potential and earn up to five years of passive commissions
- Faster Career Promotion based on performance
- Fun and inclusive workplace with diverse professionals from all fields
- 3 hours a day as part-timer / 6 hours a day as full-timer
- Hybrid set-up offering your flexibility and freedom
- Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
- Global Exposure
- Awards and Recognitions
- Continuous personal and professional growth
- A coaching and mentoring environment to maximize your capabilities
- Retirement / Provident Fund, Group Life Insurance, and HMO
Jumpstart your career by engaging in the business of helping people
Financial Advisor
Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?
Curious to be one? Good news! Our brand is expanding!
Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?
Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.
We take the risk out of people’s lives.
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
We are the People that DO.
Listening
Understanding
Delivering
Financial Advisor
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Financial Advisor
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Popular Jobs
Operations Associate
We're looking for someone energetic and excited to work and learn in our team!
As a Operations Associate, you will:
- Meet and maintain our relationships with new and existing clients - you will be their point person!
- Prepare reports covering clients' backgrounds and highlighting crucial details that can make or break an application. These reports will be openly discussed with upper management.
- Work closely with other departments (including Finance, Accounting, Legal, Marketing) as clients pass from one stage to next in the application process.
- Be a dynamic part of the team, as a small company, you'll wear different hats and have the opportunity to really learn the business inside out!
- Please note that this is not a work from home position since we value in person discussion and collaboration.
I.T Staff | Admin Officer
An IT Technician is a professional who is responsible for installing, maintaining and repairing hardware & software components of the organizations computers. They also support these systems through remote access or site visits as needed by management teams within their company.
Responsibilities
• Set up workstations with computers and necessary peripheral devices (routers, printers etc.)
• Check computer hardware (HDD, mouses, keyboards etc.) to ensure functionality
• Install and configure appropriate software and functions according to specifications
• Develop and maintain local networks in ways that optimize performance
• Ensure security and privacy of networks and computer systems
• Provide orientation and guidance to users on how to operate new software and computer equipment
• Organize and schedule upgrades and maintenance without deterring others from completing their work
• Perform troubleshooting to diagnose and resolve problems (repair or replace parts, debugging etc.)
• Maintain records/logs of repairs and fixes and maintenance schedule
• Identify computer or network equipment shortages and place orders
* Editing Lazada & Shopee Platforms and other related Websites
Sales Assistant/Sales Clerk
- Greeting customers and offering assistance
- Recommending products or merchandise to help customers
- Answering questions and addressing concerns
- Informing customers about sales, promotions and policies
- Demonstrating how products work
- Taking payments for purchases and packaging purchases
- Stocking merchandise and creating displays
- Taking inventory and monitoring sales floor
Online English Teacher
TALKENGLISH.VN offers 1-on-1 online English courses that connect more than 8,000 students and experienced, well-trained foreign teachers. You can study anytime, anywhere, choose flexible study hours 6h-23h and design personalized learning programs. Talk English wants to build the leading online English school in Vietnam, helping people to increase their listening reflexes, improve their proficiency and use English fluently as a native language.
- Teaching location: via Skype.
- Courses: English for children and teenagers, English Communication for adults, etc. (experienced in teaching Business English, TOEIC, TOEFL, IELTS are major advantages).
- Classes: 1 to 1.
- Time to start: As soon as possible
Benefits:
- Flexible schedules and working locations.
- Salary: Negotiable.
- Competitive rate.
- Provided training
- Long term contract.
How to apply
Interested applicants please send us your CV including a recent photo, a cover letter, a copy of your passport and copies of your certificates
Remote Entry Level Recruiter
Our company is looking for a remote entry level recruiter to join our team! We are looking for someone that enjoys working with people and is looking for growth and a career opportunity in the Human Resources and Recruitment industry. This is a full-time work from home position!
Main responsibilities are:
- Interview scheduling, managing calls, email and text campaigns
- Sourcing of resumes, job posting ads and screening for assigned positions.
- Conduct pre-screening phone interviews with potential candidates.
- Train and develop new recruits.
Prior experience in recruiting, customer service or sales is preferred but not required. We are looking for someone to start as soon as possible, we provide full training and growth opportunities.
Credit Pilipinas, Inc.
COSMETIQUE
COSMETIQUE
TALK ENGLISH VIETNAM
Zazrow Corporation
